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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='font-size:14.0pt'>I use TEDRA to overkill all the time. For exactly the same reasons. Makes it all clear and sanitized. Sanctified? Sanitized? Maybe both.... But when you have agreement and need to cement it then it is simple and relatively inexpensive.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'>But I can't answer as to your facts because I would be guessing. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'>Rob<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'><o:p> </o:p></span></p><div><p class=MsoNormal style='text-autospace:none'><span style='font-size:14.0pt'>Robert D. Wilson-Hoss <br>Hoss & Wilson-Hoss, LLP <br>236 West Birch Street <br>Shelton, WA 98584 <br>360 426-2999<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'><a href="www.hossandwilsonhoss.com">www.hossandwilson-hoss.com</a><br><a href="mailto:rob@hctc.com">rob@hctc.com</a></span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal style='text-autospace:none'><i><span style='font-size:11.0pt'>This message is intended solely for the use of the addressee and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If you are not the addressee, you are hereby notified that any use, distribution, or copying of this message is strictly prohibited. If you received this message in error, please notify us by reply e-mail or by telephone (call us collect at the number listed above) and immediately delete this message and any and all of its attachments. Thank you.<o:p></o:p></span></i></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:10.0pt;text-transform:uppercase'>This office does debt collection and this e-mail may be an attempt to collect a debt, Any information obtained will be used for that purpose. </span></b><span style='font-size:10.0pt'>To the extent the Federal Fair Debt Collection Practices Act (15 U.S.C. § 1692) applies this firm is acting as a debt collector for the condominium/homeowners' association named above to collect a debt owed to it. Any information obtained will be used for collection purposes. You have the right to seek advice of legal counsel.</span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:14.0pt'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> Krista MacLaren [mailto:kjm.inc@mac.com] <br><b>Sent:</b> Thursday, March 01, 2018 3:05 PM<br><b>To:</b> wsba probate & trust<br><b>Cc:</b> Rob Wilson-Hoss; eric@sayrelawoffices.com<br><b>Subject:</b> Re: [WSBAPT] GAL needed?<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Rob and Eric,<o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Thank you so much, you have given me a huge education and numerous provisions to review further! It does look like I could proceed with a TEDRA and the trustees could sign on the kids’ behalf. Do you have an opinion about whether the TEDRA is necessary at all? I imagine this happens with some regularity - that an RLT was set up when the exemption amounts were lower, and on the death(s) the mandatory trusts were not needed or simply weren’t funded. It seems like the TEDRA would be a good idea so that if years into the future anyone wonders what was done, they have a document to look back on that explains it, but is that just overkill? <o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Krista<o:p></o:p></p><div><p class=MsoNormal><br><br><o:p></o:p></p><div><p class=MsoNormal>On Mar 1, 2018, at 11:27 AM, Rob Wilson-Hoss <<a href="mailto:rob@HCTC.COM">rob@HCTC.COM</a>> wrote:<o:p></o:p></p></div><p class=MsoNormal><o:p> </o:p></p><div><div><p class=MsoNormal><span style='font-size:14.0pt'>Eric, thanks. You may be right. I wish the legislature had not grafted the Doctrine of Virtual Representation onto the TEDRA statute, though, especially now, after Anderson v. Dussault.<span class=apple-converted-space> </span></span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'><br>They said what they said, so I assume they meant what they said.<span class=apple-converted-space> </span></span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'>Or not.</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'>Rob</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><div><p class=MsoNormal><span style='font-size:14.0pt'>Robert D. Wilson-Hoss<span class=apple-converted-space> </span><br>Hoss & Wilson-Hoss, LLP<span class=apple-converted-space> </span><br>236 West Birch Street<span class=apple-converted-space> </span><br>Shelton, WA 98584<span class=apple-converted-space> </span><br>360 426-2999</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'><a href="x-msg://5/www.hossandwilsonhoss.com"><span style='color:purple'>www.hossandwilson-hoss.com</span></a><br><a href="mailto:rob@hctc.com"><span style='color:purple'>rob@hctc.com</span></a></span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'> </span><o:p></o:p></p></div><div><p class=MsoNormal><i><span style='font-size:11.0pt'>This message is intended solely for the use of the addressee and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. If you are not the addressee, you are hereby notified that any use, distribution, or copying of this message is strictly prohibited. If you received this message in error, please notify us by reply e-mail or by telephone (call us collect at the number listed above) and immediately delete this message and any and all of its attachments. Thank you.</span></i><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'> </span><o:p></o:p></p></div><div><p class=MsoNormal><b><span style='font-size:10.0pt;text-transform:uppercase'>THIS OFFICE DOES DEBT COLLECTION AND THIS E-MAIL MAY BE AN ATTEMPT TO COLLECT A DEBT, ANY INFORMATION OBTAINED WILL BE USED FOR THAT PURPOSE. <span class=apple-converted-space> </span></span></b><span style='font-size:10.0pt'>To the extent the Federal Fair Debt Collection Practices Act (15 U.S.C. § 1692) applies this firm is acting as a debt collector for the condominium/homeowners' association named above to collect a debt owed to it. Any information obtained will be used for collection purposes. You have the right to seek advice of legal counsel.</span><o:p></o:p></p></div></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><div><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span class=apple-converted-space><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> </span></span><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]<span class=apple-converted-space> </span><b>On Behalf Of<span class=apple-converted-space> </span></b>Eric Nelsen<br><b>Sent:</b><span class=apple-converted-space> </span>Thursday, March 01, 2018 11:03 AM<br><b>To:</b><span class=apple-converted-space> </span>WSBA Probate & Trust Listserv<br><b>Subject:</b><span class=apple-converted-space> </span>Re: [WSBAPT] GAL needed?</span><o:p></o:p></p></div></div></div><div><p class=MsoNormal> <o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'>Rob, thanks for sending us the research! I haven't done any supplemental research but I think the term "virtual representation" gets used in two contexts--one is the collateral estoppel situation described in<span class=apple-converted-space> </span><u>Garcia</u><span class=apple-converted-space> </span>(thanks for that cite), and the other is the descent-and-distribution situation for inheritances, where a parent "virtually represents" their own children's interests or a trustee "virtually represents" all the beneficiaries of that trust.</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'>I have understood the second type to mean that individuals whose rights in the immediate probate<span class=apple-converted-space> </span><u>derive from</u><span class=apple-converted-space> </span>someone else who<span class=apple-converted-space> </span><u>directly</u><span class=apple-converted-space> </span>benefits from the probate, are virtually represented by the person who directly benefits. Assuming that person who directly benefits has no conflict of interest with them.</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'>In Krista's case, she mentions that the money for minors is to go to a trust until they're 21. If there is a Trustee for that trust, then the Trustee is the direct "legatee" of the Will, not the kids. If the Trustee doesn't have a conflict of interest where their pecuniary interest in the estate could be benefitted at the expense of the Trust beneficiaries (kids), then the Trustee can bind the trust for the kids, the kids are virtually represented, and I don't think a GAL is required.<span class=apple-converted-space> </span><a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.120"><span style='color:purple'>RCW 11.96A.120(4)(d)</span></a>. See also last sentence of<span class=apple-converted-space> </span><a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A&full=true#11.96A.220"><span style='color:purple'>RCW 11.96A.220</span></a>, and the special representative provisions of<span class=apple-converted-space> </span><a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A&full=true#11.96A.250"><span style='color:purple'>RCW 11.96A.250</span></a>. Compare to settlement of claims of minors with an SGAL under<span class=apple-converted-space> </span><a href="http://www.courts.wa.gov/court_rules/?fa=court_rules.list&group=sup&set=SPR"><span style='color:purple'>SPR 98.08W and SPR 98.16W</span></a>. All these additional safeguards--GALs and SGALs and special representatives--appear to be for the circumstance where the minor has a direct claim that is being compromised, settled, or otherwise potentially impaired, and there is no one else who can represent the minor's interest.</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'>I'm assuming that the new arrangement will still actually<span class=apple-converted-space> </span><u>fund</u><span class=apple-converted-space> </span>the trust for the kids--that is, that however this probate is wrapped up, the kids will get the same amount of money and it will be held under the trust terms until they each turn 21. If the new arrangement alters that, it's a trickier question about whether the kids are virtually represented, and the potential conflicts of interest between the kids and the trustee need to be carefully analyzed.</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'> </span><o:p></o:p></p></div><div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'>Sincerely,</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'>Eric</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'>Eric C. Nelsen</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'>SAYRE LAW OFFICES, PLLC</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'>1417 31st Ave South</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'>Seattle WA 98144-3909</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'>phone 206-625-0092</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Calibri","sans-serif";color:#1F497D'>fax 206-625-9040</span><o:p></o:p></p></div></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'> </span><o:p></o:p></p></div><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><div><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span class=apple-converted-space><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> </span></span><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:purple'>wsbapt-bounces@lists.wsbarppt.com</span></a><span class=apple-converted-space> </span>[<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:purple'>mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>]<span class=apple-converted-space> </span><b>On Behalf Of<span class=apple-converted-space> </span></b>Rob Wilson-Hoss<br><b>Sent:</b><span class=apple-converted-space> </span>Thursday, March 01, 2018 10:00 AM<br><b>To:</b><span class=apple-converted-space> </span>'WSBA Probate & Trust Listserv'; 'John J. Sullivan'<br><b>Subject:</b><span class=apple-converted-space> </span>Re: [WSBAPT] GAL needed?</span><o:p></o:p></p></div></div></div><div><p class=MsoNormal> <o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'>Actually, that's a great question - what exactly does virtual representation mean? TEDRA uses it as if it were a well-understood concept, and it does give specific examples, but then it ends with,<span class=apple-converted-space> </span></span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><p class=MsoNormal style='margin-bottom:13.0pt'><br><span style='font-size:13.0pt;background:white'>(12) This section is intended to adopt the common law concept of virtual representation. This section supplements the common law relating to the doctrine of virtual representation and may not be construed as limiting the application of that common law doctrine.</span><o:p></o:p></p><div><p class=MsoNormal style='background:white'><span style='font-size:13.0pt'>Wash. Rev. Code Ann. § 11.96A.120 (West)</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'>OK, so enter virtual /1 representation into your legal research search engine and see what you come up with in Washington. A good answer to the question is,<span class=apple-converted-space> </span></span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><p class=MsoNormal style='background:white'><span style='font-size:13.0pt'>5 <i>Hackler</i> and <i>Bacon</i> illustrate that Washington recognizes what has been termed the <span style='background:white'>virtual</span> <span style='background:white'>representation</span> doctrine.<sup>12</sup> This doctrine allows collateral estoppel to be used against a nonparty when the former adjudication involved a party with substantial identity of interests with the nonparty. Of course, such preclusion must be applied cautiously in order to insure **967 that the nonparty is not unjustly deprived of her day in court. Therefore, cases which have utilized the doctrine *521 have developed a number of factors which, in essence, insure that the nonparty has had a vicarious day in court.<sup>13</sup></span><o:p></o:p></p></div><div><p class=MsoNormal style='background:white'><span style='font-size:13.0pt'>6<span class=apple-converted-space> </span><b><u><span style='color:red'>The primary factor to be considered is whether the nonparty in some way participated in the former adjudication</span></u><span style='color:red'>, for instance as a witness.<sup>14</sup> The issue must have been fully and fairly litigated at the former adjudication.<sup>15</sup> That the evidence and testimony will be identical to that presented in the former adjudication is another important factor.<sup>16</sup> <u>Finally, there must be some sense that the separation of the suits was the product of some manipulation or tactical maneuvering</u>, such as when the nonparty knowingly declined the opportunity to intervene but presents no valid reason for doing so.<sup>17</sup></span></b></span><o:p></o:p></p></div><p class=MsoNormal style='margin-bottom:13.0pt'><span style='font-size:13.0pt'> </span><o:p></o:p></p><div><p class=MsoNormal style='background:white'><u><span style='font-size:13.0pt'>Garcia v. Wilson</span></u><span style='font-size:13.0pt'>, 63 Wash. App. 516, 520–21, 820 P.2d 964, 966–67 (1991)</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'>Then read .120 again. If you graft the doctrine's factors onto the text of .120, well, let's just say that "clarity" is not a word I would use. </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'>Rob</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><div><p class=MsoNormal><span style='font-size:14.0pt'>Robert D. Wilson-Hoss<span class=apple-converted-space> </span><br>Hoss & Wilson-Hoss, LLP<span class=apple-converted-space> </span><br>236 West Birch Street<span class=apple-converted-space> </span><br>Shelton, WA 98584<span class=apple-converted-space> </span><br>360 426-2999</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:14.0pt'><a href="x-msg://5/www.hossandwilsonhoss.com"><span style='color:purple'>www.hossandwilson-hoss.com</span></a><br><a href="mailto:rob@hctc.com"><span style='color:purple'>rob@hctc.com</span></a></span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'> </span><o:p></o:p></p></div><div><p class=MsoNormal><i><span style='font-size:11.0pt'>This message is intended solely for the use of the addressee and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. 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Thank you.</span></i><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'> </span><o:p></o:p></p></div><div><p class=MsoNormal><b><span style='font-size:10.0pt;text-transform:uppercase'>THIS OFFICE DOES DEBT COLLECTION AND THIS E-MAIL MAY BE AN ATTEMPT TO COLLECT A DEBT, ANY INFORMATION OBTAINED WILL BE USED FOR THAT PURPOSE. <span class=apple-converted-space> </span></span></b><span style='font-size:10.0pt'>To the extent the Federal Fair Debt Collection Practices Act (15 U.S.C. § 1692) applies this firm is acting as a debt collector for the condominium/homeowners' association named above to collect a debt owed to it. Any information obtained will be used for collection purposes. You have the right to seek advice of legal counsel.</span><o:p></o:p></p></div></div><div><p class=MsoNormal><span style='font-size:14.0pt'> </span><o:p></o:p></p></div><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><div><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span class=apple-converted-space><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> </span></span><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:purple'>wsbapt-bounces@lists.wsbarppt.com</span></a><span class=apple-converted-space> </span>[<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:purple'>mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>]<span class=apple-converted-space> </span><b>On Behalf Of<span class=apple-converted-space> </span></b>Krista MacLaren<br><b>Sent:</b><span class=apple-converted-space> </span>Thursday, March 01, 2018 9:22 AM<br><b>To:</b><span class=apple-converted-space> </span>John J. Sullivan; wsba probate & trust<br><b>Subject:</b><span class=apple-converted-space> </span>Re: [WSBAPT] GAL needed?</span><o:p></o:p></p></div></div></div><div><p class=MsoNormal> <o:p></o:p></p></div><div><div><div><p class=MsoNormal>John,<o:p></o:p></p></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>Thank you for your response on this. What do you mean by virtually represented? The kids who are receiving something also have a parent receiving something. The kids’ shares are supposed to go into a trust until they are 21. They are not receiving a specific gift, it is part of the residue, which is divided into numerous shares. We are not changing the distribution percentages at all, but doing as the trust says. The only reason I was going to prepare a TEDRA was because of the mandatory sub trusts that were never funded. I wonder if I am making it too complicated, and the trustees could just distribute all the assets as specified for termination/distribution and be done? <o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>I appreciate any further comments because I do not have much experience with trusts.<o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>Thank you so much!<o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>Krista <o:p></o:p></p></div><div><p class=MsoNormal style='margin-bottom:12.0pt'> <o:p></o:p></p><div><div><p class=MsoNormal>On Feb 26, 2018, at 6:32 PM, John J. Sullivan <<a href="mailto:sullaw@comcast.net"><span style='color:purple'>sullaw@comcast.net</span></a>> wrote:<o:p></o:p></p></div></div><div><p class=MsoNormal> <o:p></o:p></p></div><div><div><div><p class=MsoNormal>Krista:<o:p></o:p></p></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>Are the kids virtually represented?<o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>Or ... are these specific bequests that they will receive? I have often taken the position that someone whose beneficial interest cannot be affected need not be a party to the TEDRA. <o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>Maybe make the small specific bequests and then do the TEDRA? How will the minors receive their bequests?<o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><p class=MsoNormal style='margin-bottom:12.0pt'>John J. Sullivan<o:p></o:p></p><div><div><p class=MsoNormal>Sent from my iPhone<o:p></o:p></p></div></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><br>On Feb 26, 2018, at 5:36 PM, Krista MacLaren <<a href="mailto:kjm.inc@mac.com"><span style='color:purple'>kjm.inc@mac.com</span></a>> wrote:<o:p></o:p></p></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><div><div><p class=MsoNormal>Hi Listmates, <o:p></o:p></p></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>I am representing some step siblings/successor Trustees in wrapping up their respective parents’ trust. The trust provided for a mandatory credit shelter trust. The couple did not have enough money to need to utilize a credit shelter trust, and the second spouse died soon after the first. Now, the successor trustees are marshaling the assets and plan to make distributions that will wrap up the trust. <o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>I was thinking that because they are not technically following the trust instructions, in that the credit shelter trust was never funded, and distributions are being made out of different pots than what the testators envisioned, that I would draft a TEDRA just to recite what they are doing and why they are doing it, and have all beneficiaries sign that agreement. However, a few thousand dollars is supposed to go to two or three kids who are 14-17 y.o. Does that mean that a GAL would need to be brought in, because they cannot sign a TEDRA on their own behalf? Could all of the other beneficiaries sign a TEDRA without the kids participating, and the trustees just hold the share of the kids until they are of age? If a GAL was needed, how does that happen in the context of a trust (as opposed to a probate)?<o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=MsoNormal>Thanks you!<o:p></o:p></p></div></div><div><div><p class=MsoNormal>Krista<o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><div><p class=MsoNormal>Krista J. MacLaren<br>Attorney at Law<br>Northgate Executive Center II<br>9725 3rd Ave NE, Suite 600<br>Seattle WA 98115<br>(206) 523-6116<br><a href="mailto:kjm.inc@icloud.com"><span style='color:purple'>kjm.inc@icloud.com</span></a><o:p></o:p></p></div></div><div><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><p class=MsoNormal style='margin-bottom:12.0pt'>Please note, as with most email providers, Mac does not encrypt email messages. Accordingly, the confidentiality of messages sent to this address cannot be assured. This e-mail is intended for viewing only by the individual or entity to whom its content is addressed, and it may contain confidential or privileged information. If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message.<o:p></o:p></p></div></div></div></div></blockquote><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><div><p class=MsoNormal>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com"><span style='color:purple'>WSBAPT@lists.wsbarppt.com</span></a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:purple'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p></div></div></blockquote></div></div><div><p class=MsoNormal>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com"><span style='color:purple'>WSBAPT@lists.wsbarppt.com</span></a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:purple'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p></div></div></div><div><p class=MsoNormal> <o:p></o:p></p></div></div></div></div><p class=MsoNormal><span style='font-size:8.5pt;font-family:"Helvetica","sans-serif"'>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></span><o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p></div></div></body></html>